Robert Donovan
Robert Donovan is a CFP, ChFC-designated registered investment advisor at Woodgreen Advisory, LLC, based in Matthews, NC, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WoodGreen Advisory does not directly manage client investments. Instead, they refer clients to third-party investment advisors. Clients will pay WoodGreen Advisory a fee of up to 0.50% on top of the fee paid to the third-party advisor. This fee is negotiable.
Location
Matthews, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a managing partner at Compensation Consultants LLC, an insurance business, and spends about 10-20% of his time there. He is also a licensed independent insurance agent selling life insurance and fixed annuity products since 1977, receiving commissions on these products.
Employment History
Current Registrations
Woodgreen Advisory, LLC
Previous Registrations
Alphastar Capital Management, LLC
Ameritas Investment CORP
Carillon Investments, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.